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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,100 | $159,978-75.6% | $147,041-73.4% | $145,978-73.2% |
| Participation rate | 18.2% | 84.0%-65.8pp | 82.2%-64.0pp | 80.3%-62.1pp |
| Annual return | 11.80% | 98.36%-86.6pp | 419.21%-407.4pp | 550.52%-538.7pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,635 | $8,429-56.9% | $8,071-55.0% | $6,690-45.7% |
| Admin fee / account holder | $7,774 | $15,053-48.4% | $13,006-40.2% | $13,400-42.0% |